FREE White Papers

Asia-Pacific Wealth Report 2018
Asia-Pacific confirmed its status as the current high net worth individual powerhouse, generating 41.4 percent of all new high net worth individual (HNWI) wealth globally in 201
by: Capgemini
| Date published : November 2018
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Next-generation connectivity
Equipped with next-generation connectivity, business leaders have the opportunity to rethink the ways they do business, to reduce inefficiencies, reach new audiences, better serve existing ones and open up new revenue streams. They also face new competiti
by: Osborne Clarke
| Date published : October 2018
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Allianz Global Wealth Report
600 million people have moved up to join the ranks of the global wealth middle class in the last two decades.
by: Allianz
| Date published : September 2018
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How to Manage the Impending Wealth Transfer: Three critical strategies for advisors
by: SSC
| Date published : October 2018
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Family Fortunes
The report also reveals the increasing concerns among families around new digital technologies and how they can tighten security to protect themselves and future generations.
by: Sanlam
| Date published : October 2018
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Five operational challenges facing the modern family offices
Advancing technology, cybersecurity threats, increased financial complexity and generational change make running a family office today particularly challenging. This paper explores how family offices can master these challenges and deliver high-quality se
by: SSC
| Date published : July 2018
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How to Improve the Quality of Client ServiceE as Well as Profitabilty
by: Objectway
| Date published : May 2018
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Emerging Trends in Relationship Management
Warren Buffett famously stated, “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
by: ERI
| Date published : May 2018
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The Hidden Pressures on Asset Managers
Even tiring runners accelerate when the road turns downhill, because gravity works in their favor.
by: BCG
| Date published : May 2018
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Five mistakes to avoid when selecting a fund administrator
Read this whitepaper to see the five common mistakes to avoid in the selection process.
by: SSC
| Date published : March 2018
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Digitalization of Wealth Management
Providing High Tech Service in a High Touch Industry
by: Thomson Reuters
| Date published : March 2018
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The Wealth Report
Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions
by: Frank Knight
| Date published : March 2018
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World FinTech Report 2018
The future is now
by: Capgemini
| Date published : February 2018
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How to manage the impending wealth transfer
This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history.
by: SSC
| Date published : February 2018
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The Rise of the Bionic Advisor
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
by: Wealth Dynamix
| Date published : January 2018
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The Future of Fintech ~ Disrupt, Collaborate or Die
Our complimentary whitepaper, The Future of Fintech ~ Disrupt, Collaborate or Die, provides detailed insight on the approaches taken by Fintech vendors and incumbents, as well as a forecast breakdown of Fintech platform revenues in 2018.
by: Juniper
| Date published : January 2018
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Global Wealth Report 2017
According to the eighth edition of the Credit Suisse Research Institute's Global Wealth Report, in the year to mid-2017, total global wealth rose at a rate of 6.4%, the fastest pace since 2012 and reached USD 280 trillion.
by: Credit Suisse
| Date published : November 2017
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A Digital Future: Financial Services and the Generation Game
It assesses how people’s expectations of their financial services providers are changing and how technology must be deployed to meet them.
by: The Economist
| Date published : November 2017
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Fighting Tax Crime: The Ten Global Principles
Fighting Tax Crime: The Ten Global Principles sets out the 10 essential principles for effectively fighting tax crimes. It covers the legal, institutional, administrative, and operational aspects necessary for putting in place an efficient system for figh
by: OECD
| Date published : November 2017
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Responsible deployment of AI in business
We believe that AI could become the most transformative workplace technology of the 21st Century, with the associated need for business leaders to assure themselves that they are deploying AI effectively and responsibly.
by: Slaughter and May
| Date published : August 2017
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Robo-advice: A true innovation in asset management
Robo-advisors are online investment platforms that use computer algorithms to manage client portfolios and are thus part of the FinTech universe.
by: Deutsche Bank
| Date published : August 2017
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Robo-advice is not a hype that will go away
Robo-advice is a hotly debated topic in the fintech space
by: Robeco
| Date published : May 2017
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Digital Onboarding
With trillions passing between generations each year, the need for a digital paperless process is key to being able to retain and grow AUM.
by: Wealth Dynamics
| Date published : August 2017
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Future State of the Investment Profession
Pursuing better outcomes—for the end investor, the industry, and society
by: CFA
| Date published : June 2017
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The World Ultra Wealth Report 2017
The fifth edition of this flagship report analyses the state of the world’s ultra high net worth (UHNW) population
by: Wealth-X
| Date published : June 2017
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Global Wealth 2017
The overall growth of global private wealth picked up momentum in 2016, allowing for a good deal of regional variation.
by: Boston Consulting Group
| Date published : June 2017
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Family Offices and Cybersecurity
“Cybersecurity threats continue to grow in volume, complexity, and are increasingly more targeted against specific companies or people where the greatest financial gains can be achieved.”
by: Citi
| Date published : May 2017
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Boutique asset managers: The path to scale
Servicing a boutique asset manager requires a lot of effort, but often at a fraction of the revenues that a larger fund house brings in.
by: SS&C
| Date published : May 2017
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Digital Wealth
Burnmark looks at the trends, drivers and market dynamics of the digital wealth and robo-advisory space in the April 2017 report, in partnership with Robo-Investing Europe.
by: Burnmark
| Date published : April 2017
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GCC Wealth Insight Report 2017
The GCC Wealth Insight Report 2017 is based on a survey of 100 High Net Worth Individuals (HNWIs) across the Gulf Cooperation Council (GCC), which comprises Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the United Arab Emirates (UAE). For the purposes of
by: Emirates Investment Bank
| Date published : March 2017
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Asia-Pacific Wealth Report 2016
The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry.
by: Capgemini
| Date published : October 2016
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Key Technology and Operations trends in wealth management
Having surveyed wealth management professionals from all around the world, it has been fascinating to see the evolution of the industry’s approach to technology and operations optimisation.
by: SS&C
| Date published : September 2016
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Family Wealth Transfers Report
Wealth-X's researchers and analysts in 13 offices across five continents have compiled and analysed data on the world's UHNW population
by: Wealth-X and NFP
| Date published : September 2016
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FinTech in Canada
The purpose of this FinTech Report is to present a vision to position Canada, and in particular Vancouver, as a global hub for FinTech
by: Digital Finance Institute; McCarthy Tétrault LLP
| Date published : September 2016
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Ten Calls to Action for the Wealth Industry
The needs of HNWIs are changing. To better understand these changes and how they impact the wealth management community, FactSet and Scorpio Partnership conducted a thorough evaluation of more than 1,000 wealthy investors from the US, UK, Singapore, and S
by: FactSet
| Date published : August 2016
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Disaggregating the impact of fintech
Traditional financial services firms are confronted with several questions in the face of fintech disruption.
by: Deloitte
| Date published : June 2016
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Retooling wealth management for the digital age
A look at consumers’ digital propensity
by: Deloitte
| Date published : September 2016
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Aligning the organization for its digital future
Findings from the 2016 digital business global executive study and research report
by: Deloitte
| Date published : July 2016
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Substance continues to be a key focus for funds sector
In the current climate of regulatory reforms, and the political impetus behind improving tax transparency, the need to prove that an offshore fund manager has the necessary ‘substance’ to its business dealings and functionality has never been more acute.
by: Guernsey Finance
| Date published : August 2016
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Are You Ready for the Rise of Digital Influence?
Why the future of Influencer Marketing starts with people and relationships, not popularity. Learn how to support your marketing and ROI through influencers.
by: Tap Influence
| Date published : August 2016
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets?
Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough.
by: SS&C
| Date published : July 2016
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World Wealth Report 2016
The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry.
by: Capgemini
| Date published : June 2016
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Blurred lines: How FinTech is shaping financial services
We estimate within the next 3-5 years, cumulative investment in FinTech globally could well exceed $150bn.
by: PwC
| Date published : June 2016
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Digitalisation of Wealth Management in an international context
A paper in the ERI Thought Leadership series
by: ERI Bancaire
| Date published : May 2016
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The Rise Of Bionic Wealth
he future of wealth management is about the successful use of technology but also about relationships
by: Forbes & Temenos
| Date published : May 2016
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How FinTech is shaping Financial Services
It is difficult to imagine a world without the internet or mobile devices. They have become core elements of our lifestyle and have brought a high degree of disruption to virtually every area of business. The financial services (FS) industry is no exce
by: PwC
| Date published : March 2016
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Global Wealth Management Research 2016
The wealth management industry is experiencing an unprecedented level of change: depending on where you stand, these changes can feel like opportunities or threats.
by: Ernst & Young
| Date published : May 2016
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Biometricsand Banking
This white paper provides an updated overview and market synopsis of biometrics for the global financial sector.
by: Biometrics Research Group
| Date published : April 2016
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UBS white paper on the Fourth Industrial Revolution
It outlines a brief history of the four industrial revolutions that have taken place since the late 18th century.
by: UBS
| Date published : January 2016
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DIGITAL DISRUPTION
How FinTech is Forcing Banking to a Tipping Point
by: Citi
| Date published : March 2016
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The Emerging Digital Advisor
According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditi
by: Pershing
| Date published : March 2016
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Wealth Management in the Digital Age
Understand demand for digital technology in wealth management, as well as cloud-based solutions for firms to transform their businesses
by: Capgemini
| Date published : March 2016
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Family Office Compensation Report
Family Office Metrics and Botoff Consulting recently conducted a study of compensation trends in family offices for 2015.
by: Family Office Metrics and Botoff Consulting
| Date published : April 2015
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Strategies for competing in the digital age
Digitization is rewriting the rules of competition in asset management.
by: SS&C
| Date published : December 2015
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Managing Risk in a New World
Investor demands for transparency. Rising regulation. Complex counterparty relationships. And a global market that never sleeps. From a risk perspective, it really is a new world. Find out the five hurdles that make it harder for asset and hedge fund ma
by: SS&C and Advent
| Date published : December 2015
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Adviser’s Toolkit For Business Development
Download your Adviser’s Toolkit for Business Development for full insights now!
by: IRESS
| Date published : December 2015
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U.S. Wealth Report 2015
The industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and wealth management trends in the United States
by: Capgemini & RBC Wealth Management
| Date published : December 2015
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Banking on the future
The expectations of the Gen Y professional
by: KPMG
| Date published : April 2015
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Global Family Office Report 2015
The report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.
by: Campden Wealth & UBS
| Date published : September 2015
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Digital disruption and the game-changing role of technology in global wealth management
IT in Wealth Management 2015
by: EY
| Date published : September 2015
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Julius Baer Wealth Report: Asia
As always, we monitor how our Julius Baer Lifestyle Index basket of goods and services and its composition has changed over the past year.
by: Julius Baer
| Date published : October 2015
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Global Wealth in 2015
Global wealth reached 250 trillion US dollars in 2015, slightly less than a year earlier, due to adverse exchange rate movements.
by: Credit Suisse
| Date published : October 2015
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Asset Management 2020 and beyond
Transforming your business for a new global tax world
by: PwC
| Date published : October 2015
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The Global Competitiveness Report 2015–2016
The Global Competitiveness Report 2015–2016 is being launched at a pivotal time for the global economy.
by: World Economic Forum
| Date published : September 2015
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Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth
Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough.
by: SS&C
| Date published : September 2015
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Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets
Success is measured by how fast we act on it.
by: SS&C
| Date published : September 2015
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The investment drought: How can the problem of weak investment be fixed?
This whitepaper explores the perceived investment deficit – driven by the reluctance of investors, governments and companies all over the world to engage in long-term investment - which comes at a cost of slower economic growth.
by: UBS
| Date published : September 2015
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Affluent Millennials
Winning the generation that is transforming the financial world
by: LinkedIn & Ipsos
| Date published : July 2015
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The Future of Financial Services
The mandate of the study was to explore the transformative potential of new entrants and innovations on business models in financial services.
by: World Economic Forum
| Date published : June 2015
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Global Powers of Luxury Goods
Global luxury brands should take advantage of evolving technological and consumer demands to help boost profits and remain competitive
by: Deloitte
| Date published : July 2015
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Second citizenship & the migration of HNWIs
“the main reason people apply for a second residence or citizenship is to ensure freedom of global mobility and access, as well as security and wealth protection for their families.“
by: New World Wealth
| Date published : July 2015
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Investing in the future
How megatrends are reshaping the future of the investment management industry
by: KPMG
| Date published : July 2015
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Succession Planning and the role of the Single Family Office
For an International Finance Centre such as Guernsey – widely regarded as a jurisdiction of choice for both investment funds and wealth management – the provision of family office solutions and services makes perfect sense
by: Guernsey Finance
| Date published : June 2015
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Digitisation in practice
A more expansive definition goes far beyond this IT context into the value and possibilities of harnessing digital information to enable financial institutions to develop more effective and innovative services for their customers.
by: ObjectWay and EFMA
| Date published : January 2016
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The European Alternative Finance Benchmarking Report
Moving Mainstream
by: University of Cambridge
| Date published : February 2015
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Credible Deterrence In The Enforcement Of Securities Regulation
This paper reflects the collective experience and expertise of the member jurisdictions of IOSCO’s Committee 4 on Enforcement and the Exchange of Information.
by: IOSCO
| Date published : June 2015
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World Wealth Report 2015
The Industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry.
by: Capgemini & RBC Wealth Management
| Date published : June 2015
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The Changing Shape of Capital Markets in Emerging Economies
Capital markets in emerging economies have remained significantly underdeveloped relative to their powerhouse underlying economies, but will likely experience profound shifts over the next 15 years, with implications for debt and equity investors, accordi
by: Manulife AM
| Date published : May 2015
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Generation Next - Millennials Prime
While the Boomers have accumulated wealth and currently lead consumer spending, Millennials are emerging as the new dominant source of both
by: BofA Merrill Lynch
| Date published : May 2015
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Pay-Performance Sensitivity and Risk-Taking Behaviors: Evidence from Closed-End Funds
The managers’ pay-performance sensitivity (PPS) of closed-end funds is explicitly specified in the management contract as the marginal rate of funds’ net asset value.
by: Tianna Yang University of Manchester - Division of Accounting and Finance
| Date published : May 2015
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MEFA - Asset Allocation Strategies: Using Strategic Asset Allocation to Enhance Investment Returns and to Reduce Risk
Major institutional investment managers, such as, hedge funds and large university endowments, have based their investment portfolios upon tactical asset allocation among multiple asset classes with low correlation with the goal of achieving superior risk
by: Douglas Roberts Channel Capital Research Institute, LLC
| Date published : April 2015
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Integrating Sustainability into Your Core Businesses—A Road Map
The successful integration of sustainability into a company's core business requires strategic and practical decision making throughout the organization.
by: The Conference Board
| Date published : May 2015
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UBS Investor Watch report
When is enough…enough? Why the wealthy can’t get off the treadmill
by: UBS
| Date published : May 2015
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Digitisation in Investment Management
Few trends have generated as much attention in the financial services industry as digitisation.
by: ObjectWay and EFMA
| Date published : March 2015
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Voices on bank transformation: Insights on creating lasting change
This paper draws together the perspective of McKinsey experts on organizational health, risk culture, and digital transformation with the experience of five successful CEOs and chairmen to illustrate the changes reshaping banks.
by: McKinsey & Company
| Date published : March 2015
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Emerging Best Practices of Chinese Globalizers: Develop the Innovation Models
In the past half century, China’s economic rise has brought about dramatic change in global development as the role of Chinese companies has expanded and evolved
by: World Economic Forum
| Date published : April 2015
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World Happiness Report
The happiest countries in the world are all in Northern Europe
by: Sustainable Development Solutions Network
| Date published : April 2015
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Creating Wealth. A Survey of Entrepreneurs Worldwide
For the fifth consecutive year, Societe Generale Private Banking and Forbes Insights have published a study on the world's Ultra High Net Worth sector.
by: Societe Generale Private Banking and Forbes Insights
| Date published : March 2015
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Four Mistakes to Avoid When Choosing an Outsourcing Provider
Success is measured by how fast we act on it
by: SS&C
| Date published : March 2015
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Beyond the baby boomers: the rise of Generation Y
Opportunities and challenges for the funds management industry
by: KPMG
| Date published : March 2015
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Top 10 Emerging Technologies of 2015
Technology is perhaps the greatest agent of change in the modern world. While never without risk, technological breakthroughs promise innovative solutions to the most pressing global challenges of our time.
by: World Economic Forum
| Date published : March 2015
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2015 Futurewealth Report: The art and science of relationship management
How can wealth managers help support their clients through their wealth creation and preservation journey?
by: SEI
| Date published : March 2015
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Wealth management and Private Banking – Connecting with clients and reinventing the value proposition
The white paper is based on the results of a survey conducted among over 60 executives from wealth management institutions, family offices and private banks across 26 countries.
by: Deloitte and Efma
| Date published : March 2015
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One Bank Research Agenda
World-class policymaking requires frontier research. The Bank of England is, therefore, publishing a co-ordinated One Bank Research Agenda , spanning all aspects of central banking and focusing in particular on the intersections between policy areas
by: Bank of England
| Date published : March 2015
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InformationTechnology Sector M&A Spotlight 2014
If there was a sector that truly dominated the headlines globally throughout the course of 2014 it was the Information Technology (IT) sector.
by: Appleby
| Date published : March 2015
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UK property market 'safe haven for stolen cash'
London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials, according to a report by Transparency International (TI).
by: Transparency International
| Date published : March 2015
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Football Money League
Welcome to the 18th edition of the Deloitte Football Money League in which we profile the highest earning clubs in the world’s most popular sport.
by: Deloitte
| Date published : January 2015
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Technology, Media and Telecommunications trends
This report by Deloitte reveals which Technology, Media and Telecommunications trends will be making an impact within the next 12 months.
by: Deloitte
| Date published : 2015
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2015 Private Wealth Outlook
The ongoing institutionalization of the single family office
by: Deloitte
| Date published : February 2015
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No heavy lifting
How Brooks Macdonald lightened the load for its investment committee
by: BITA RISK
| Date published : December 2014
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Paying Taxes 2015: The global picture
The study investigates and compares tax regimes across 189 economies worldwide using a case study company, and ranks them according to the ease of paying taxes.
by: PwC and the World Bank Group
| Date published : Novemer 2014
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Transformational (and testing) times
Amid the financial crisis, 2008 may not have seemed a particularly auspicious time to launch a new wealth management firm.
by: BITA RISK
| Date published : Novemer 2014
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The Asia-Pacific Wealth Report
With Japan and China leading the way, the Asia-Pacific region registered world-leading levels of High Net Worth Individual (HNWI)1 population and wealth growth in 2013, with no signs of slowing down, according to the Asia-Pacific Wealth Report 2014
by: Capgemini and RBC Wealth Management
| Date published : October 2014
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Allianz Global Wealth Report 2014
Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.
by: Allianz
| Date published : September 2014
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Art & Finance Report 2014
Based on the overwhelmingly positive response and feedback from the wealth management community, art professionals and art collectors in producing this report, we are delighted to say that the report is more than just a companion on a journey
by: Deloitte
| Date published : September 2014
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Riding a Wave of Growth: Global Wealth 2014
The growth of global private wealth may have surpassed expectations in 2013, particularly in developed markets, but wealth managers nonetheless need to take action on multiple fronts if they hope to gain market share and increase profits over the next few
by: Boston Consulting
| Date published : July 2014
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The Meaning of Wealth in the 21st Century: Unlocking the secrets of successful families
unlocking the secrets of successful families
by: Withers
| Date published : July 2014
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Investing in the future
How megatrends are reshaping the future of the investment management industry
by: KPMG
| Date published : June 2014
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The Chinese Luxury Traveler
Chinese outbound tourists in 2013 increased by close to 18% to 98 million, according to the National Tourism Administration, making China’s outbound market now the largest in the world;
by: Hurun Report
| Date published : June 2014
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2014 Wealth Management Survey
The core themes from this year’s survey apply across the Americas, but there are some important differences between North America and Latin America.
by: Ernst & Young
| Date published : May 2014
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2014 Private Wealth Outlook
Redefining the roles and responsibilities of the evolving family office
by: Deloitte
| Date published : March 2014
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2014 BNP Paribas Individual Philanthropy Index
Commitment measurement of individual philanthropists, according to the 2014 BNP Paribas Individual Philanthropy Index, reveals that the United States, Europe and Asia are roughly halfway to a philanthropic ideal; the Middle East seems to be about a third
by: BNP Paribas
| Date published : April 2014
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The State of Retail Wealth Management, 3rd Annual Report
In this edition of Insights, we examine multi-year results for key performance metrics in the North American retail wealth management industry.
by: PriceMetrix
| Date published : March 2014
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Why Business Process Outsourcing?
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders. Your business needs to grow revenues, become more flexible in the face of competitive and market pressures and provide customers with excell
by: SS&C
| Date published : March 2014
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Asset Management 2020
This report is the combination of over two years of research that PwC has done to look at key trends that are affecting not only our industry but all industries, globally.
by: PwC
| Date published : February 2014
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Hedge Fund Survey
We collect data from hedge funds and hedge fund managers to inform our supervisory activity, with the aim of ensuring markets work well and of promoting market integrity.
by: FCA
| Date published : March 2014
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Caged Tiger: The Transformation of the Asian Financial System
ANZ report predicts Asian financial system to dominate international markets by 2030
by: ANZ
| Date published : March 2014
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Protecting Private Wealth from Europe to the Far East ...
As the world becomes increasingly interconnected, death and taxes (according to Benjamin Franklin) remain certaines in an uncertain economic landscape.
by: RHT Law Taylor Wessing LLP
| Date published : February 2014
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The Coutts Index: Objects of Desire
The new Coutts Index aims to provide the global benchmark for monitoring the performance of passion assets
by: Coutts & Co
| Date published : January 2014
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Closing the e-Delivery Gap: The 2013 e-Delivery Survey
The slow adoption of e-delivery concerns most custodians and financial organizations. This 2013 e-Delivery Survey provides useful, actionable data and analysis that can help firms begin to close the "e-delivery gap.
by: Pershing
| Date published : February 2014
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Bitcoin to replace AUD?
The rise in crypto-currency
by: National Australia Bank
| Date published : December 2013
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A Data-Centric Approach to Portfolio Management,
The paper reveals that nearly half of the survey respondents believe it is presently quite difficult to adapt their organization's portfolio management infrastructure in the face of changing internal or external environments such as the integration of new
by: Eagle Investment Systems
| Date published : January 2014
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Women in Alternative Investments
A Marathon, Not a Sprint
by: Rothstein Kass
| Date published : December 2013
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The Family Office Dynamic
Pathway to Successful Family and Wealth Management
by: Credit Suisse
| Date published : January 2014
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Wealth Management –State of The Nation, New Access
The private banking industry is currently undergoing a fundamental transformation.
by: David Sikorsky - Head of Market Research,
| Date published : December 2013
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The back office: not a differentiator, but a business enabler
THE CHANGING FACE OF UK WEALTH MANAGEMENT
by: Equiniti
| Date published : September 2013
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Family & Retirement: The Elephant in the Room
A Merrill Lynch Retirement Study, conducted in partnership with Age Wave
by: Merrill Lynch
| Date published : November 2013
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World Ultra Wealth Report 2013
The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money.
by: Wealth-X and UBS
| Date published : September 2013
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What is “wealthy”?
Investors are telling us that wealth isn’t just about having a certain amount of money. The majority of investors define wealth as having no financial constraints on what they do. But when asked to assign a dollar amount to being wealthy, they say it take
by: UBS
| Date published : July 2013
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Global Built Asset Wealth Index 2013
The principle behind this report is simple - how does the money spent on developing a country’s built environment impact its social and economic success?
by: EC Harris
| Date published : July 2013
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Update on the Alternative Investment Fund Managers Directive
On 21 July 2011, the EU Alternative Investment Fund Managers Directive (“AIFMD”) came into force with the result that each EU Member State must transpose it into national law no later than 22 July 2013.
by: SEI
| Date published : July 2013
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Millennials and Money
They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap.
by: Merrill Lynch Private Banking
| Date published : March 2013
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Succession Planning the Next Gen Way
In an era of tough markets, aging clients and declining valuations, it won’t surprise you to learn your practice is probably not worth as much as you think it is. Standing still is no longer an option. Targeting younger investors and creating a company c
by: SEI
| Date published : January 2013
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Targeting the Rich: Liability Lawsuits and the Threat to Families with Emerging and Established Wealth
Wealthy families increasingly worry that their wealth alone makes them a target for a high-stakes liability lawsuit in this uncertain economy, according to a survey commissioned by ACE. But many remain poorly prepared for such lawsuits in spite of their c
by: ACE Group
| Date published : March 2012
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Friends Provident International Investor Attitudes Report
Friends Provident International (FPI) Investor Attitudes report found that there has been a rally in investor sentiment
by: Friends Provident International
| Date published : November 2012
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Spotlight Germany
Germany is feeling the pinch from GDP contraction across the Eurozone and the lapsing back into recession of countries mainly from the European periphery, although its economic strength continues to keep its growth prospects the brightest in Europe.
by: Coutts & Co
| Date published : October 2012
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Benchmarking the Single Family Office
Identifying the Performance Drivers, 2012
by: Wharton Global Family Alliance
| Date published : September 2012
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Evolution of the asset manager
The asset management industry is undergoing profound changes in response to economic, demographic and industry-specific pressures
by: UBS
| Date published : October 2012
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Putting a price on financial advice
From 2013 many investment advisers in the UK face a major change in how they operate. Our latest report offers firms a practical guide on making the successful transition from commission-based charging to fees.
by: JPMorgan Chase & Co
| Date published : September 2012
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Shining a Light on the Shadow Banking System
Its History, Mystery and Future in a More Transparent Environment
by: Advent Software
| Date published : October 2012
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Rothschild asset Allocation - October 2012
The world’s two most important central banks are now committed to stimulus programmes that are potentially unlimited in size.
by: Rothschild
| Date published : October 2012
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Dimensions of European Wealth 2012
This report examines the size of the HNW sector in the EU by country and looks at the key issues which have affected the HNW sector in the 2 years since our last report on this topic.
by: MDRC
| Date published : September 2012
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The challenge and the opportunity for wealth managers
To date, the bulk of attention has been focused on what the Retail Distribution Review (RDR) means for IFAs, with little attention paid to the implications for Wealth Managers. Our latest report will concentrate on this vital segment of the advice communi
by: JPMorgan Chase & Co
| Date published : July 2012
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The consumer market post-RDR
Winning Propositions establishes the attributes an advisory business will need to demonstrate to prosper in a post-RDR world.
by: JPMorgan Chase & Co
| Date published : August 2012
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UK Wealth Management at the tipping point?
This report, the product of a major research exercise conducted in conjunction with benchmarking specialist Compeer, shares KPMG perspectives on where the industry is heading.
by: KPMG
| Date published : July 2012
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Evolving Investment Management Regulation
Disoriented by the rate and range of regulatory change, many investment managers find themselves squeezed between new requirements and the needs of institutional and individual investors.
by: KPMG
| Date published : July 2012
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The health of the global private banking industry
In spite of their different challenges, large and small wealth management firms navigated the complex economic and regulatory environment successfully, reporting solid growth in profitability.
by: Scorpio Partnership
| Date published : July 2012
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Responsibility in Wealth
With great wealth comes great responsibility.
by: The Kaiser Partner Special Report Series
| Date published : July 2012
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Portfolio & Relationship Management Software without the Technology Headaches
Can you have your cake and eat it?
by: Object Way
| Date published : May 2013
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A Tale of Two Millionaires
The Best of Times for Private Banks to Look Beyond the Ultra-High-Net-Worth Market
by: McKinsey & Company
| Date published : 2012
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Streamlining margin and financing costs no longer on the sidelines for hedge funds
Effective margin and financing management is an essential component in the operational arsenal of today’s hedge fund firms. During the boom years it was an issue which was generally given low priority, but these days as volatile markets make generating co
by: Advent Software
| Date published : 2012
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THE Wealth Report
Never before have wealth creation, economic risk and politics been so closely intertwined with the performance of prime residential and commercial property markets. Drawing on insight from Knight Frank, Citi Private Bank and other leading commentators, Th
by: Knight Frank and Citi Private Bank
| Date published : 2012
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‘Islamic Finance for Investment Managers: Five Steps to a Shari’ah-Compliant Portfolio’
‘Five Steps to a Shari’ah-Compliant Portfolio’ explains the principles of Shari’ah, lists the most common Islamic products and transactions and gives the Shari’ah view on conventional instruments along with recommendations on how to pick shares for a Shar
by: Advent Software
| Date published : 2012
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The Wealth Report
Much has changed since The Wealth Report was first published by Knight Frank and Citi Private Bank in early 2007. Indeed, given the small matter of a global credit crunch and a growing number of historic political events, how could the world not be a vast
by: Knight Frank and Citi Private Bank
| Date published : 2011
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The 2011 Study of High Net Worth December 2011 : Women’s Philanthropy
The 2011 Study of High Net Worth Women’s Philanthropy is the latest in a series of industry-leading reports that began in 2006. The latest report is based on nationwide surveys of wealthy donors completed in 2010 and 2011, and was again conducted in partn
by: Bank of America
| Date published : 2011
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THE GLOBAL DIAMOND INDUSTRY, Lifting the Veil of Mystery
Diamonds are one of the world’s major resources—and historically one of the least understood. For many years observers and even many participants have considered the diamond industry to be complex and difficult to comprehend, even impenetrable. This repor
by: Bain & Co
| Date published : 2011
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Trends in the Banking and Finance Sector
Building on the insight provided by our inaugural Jones Lang LaSalle Global Corporate Real Estate (CRE) Survey 2011 and a series of discussions with our clients, this report delves into responses received from banking and finance executives, highlighting
by: Jones Lang LaSalle
| Date published : 2011
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Best of Breed
The focus for over a decade was on ‘best of breed’ analytical engines to satisfy specific requirements for asset classes, strategies and geographies. This has resulted in asset managers renting, owning or subscribing to various systems, services or calcul
by: DST Global Solutions
| Date published : 2011
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La Lettre - The Final Withholding Tax
The final withholding tax or how to reconcile tax conformity with the protection of financial privacy
by: Geneva Private Bankers
| Date published : 2011
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Trends in Wealth Management in EMEA
The financial crisis has had a profound effect on the wealth management industry. It is reshaping the way investors think about their managers, while inciting firms to reconfigure the types of services they offer in return, and the manner in which they ar
by: Advent Software
| Date published : 2011
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DEDICATION: Portraits of Women in Family Business
A new report by Coutts & Co, entitled ‘Dedication – Portraits of Women in Family Business’, reveals the top factors that women should take into consideration when working for a family business.
by: Coutts & Co
| Date published : 2011
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The past, present & future of THE HEDGE FUND INDUSTRY
The BNP Paribas Hedge Fund Centre at SMU is one of the few specialist centres for hedge fund research and education in the world. We bring together leading academics, industry practitioners, and students with a view to enhancing the understanding of the h
by: BNP Paribas Hedge Fund Centre at SMU
| Date published : 2011
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Client Reporting Teams: The Unsung Heroes of the Investment Management World
The paper demonstrates the importance of the work client reporting teams in meeting the exacting demands of clients, and showcasing the work of the business. Providing an analysis of the key elements of client reporting; experience, systems and value-adde
by: 3i Infotech
| Date published : 2011
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World Wealth Report
Capgemini and Merrill Lynch Global Wealth Management are pleased to present the 2011 World Wealth Report. Our two firms have been working together for over 20 years to study key trends that affect high net worth individuals (HNWIs) around the globe.
by: Capgemini and Merrill Lynch Global Wealth Management
| Date published : 2011
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High Net Worth
High Net Worth is a unique monthly publication that provides a digest of data and insights for professionals who market and sell to the wealthy. It covers finance and wealth management, luxury goods, lifestyle and philanthropy, as well as opinion pieces a
by: Ledbury Research
| Date published : 2011
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FATCA and its Impact on Wealth Management Systems
As the FATCA rollout draws near, Foreign Financial Institutions worldwide are under pressure to assess and overcome the challenges posed by the new US reporting and withholding regime.
by: 3i Infotech
| Date published : 2011
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Wealth Trends: 2011 Investment Survey Insights
Families are feeling more confident about their investments and the economy, and appear more willing to make decisions about their families and wealth.
by: Family Office Exchange
| Date published : 2011
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Client Reporting - Data is King
3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process.
by: 3i Infotech
| Date published : 2011
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